Macro View

Who Is Paying the Tariff?

The cleanest answer is also the least politically convenient one: American consumers and firms are paying most of it.

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

The 2026 FIFA World Cup is not just expanding the game to 48 teams and 104 matches.

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The global monetary system is entering a more fluid phase.

Human Capital to Financial Capital

Education, Earnings Dynamics, and the Economics of Wealth Formation

Jobless Claims Rise to 219,000—Still Below Long-Term Averages

U.S. initial jobless claims increased to 219,000 in the week ending April 4, up from 203,000 the prior week, marking a 7.9% week-over-week rise.

Global Interest Rate Divergence and the Repricing of Sovereign Risk

Energy Shock, Central Banks and the New Macro Regime

The conflict in the Middle East has introduced a fresh negative supply shock into an already unsettled global economy.

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Demand Power Meets Supply Strategy — China Reshapes the Global Oil Map

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.

America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

For half a century, American fiscal expansion could be rationalised as cyclical necessity, strategic competition, or temporary emergency. That argument is now harder to sustain.